Michael Panella has been an investment adviser representative at CFM Advisors since October 2023, and is not listed among the firm’s executive officers or direct owners. Michael Panella studied at Manhattanville College.
CFM Advisors Inc is a Hauppauge, NY firm with $203M under management, 216 clients and 5 advisers across 2 offices, as of its March 2026 filing.
Michael Panella is SVP Business Development of CFM Advisors, based in Floral Park, NY. Over the last 10 years he has held various roles in the retirement industry, working on both the platform and consulting and advisory sides of the business. After graduate school he worked as a college basketball coach at his alma mater before moving into the retirement plan industry.
Michael Panella’s longest registration is the current one, 3 years at CFM Advisors since 2023. Before joining CFM Advisors in 2023, Michael Panella was registered through Onedigital Investment Advisors.
- Onedigital Investment Advisors– · 1 yearHauppauge, NY · Adviser representative · Firm CRD 106766
Professional designations
Listed by CFM Advisors
- CRPS®
- ARPC
- CPFA
Investment adviser representative registrations
Michael Panella is registered as an investment adviser representative in New York, since October 2023.
- New YorkSince 4 October 2023
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 23 February 2022 |
| SIE | Securities Industry Essentials Examination | Credited |
| Series 63 | Uniform Securities Agent State Law Examination | 7 September 2017 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 27 May 2017 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Full name
- Michael Francis Panella
- CRD
- 6791835
- Firm
- CFM Advisors · CRD 111581
- Office
- 1373 VETERANS HIGHWAY, SUITE 10, Hauppauge, NY 11788
- Registration
- Investment adviser registration
- In the industry since
- September 2017
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- cfmadvisorsinc.com
Where does Michael Panella work?
Michael Panella is an investment adviser representative registered through CFM Advisors Inc since October 2023, and is not listed among the firm’s executive officers or direct owners.
Is Michael Panella a financial advisor?
Yes. Michael Panella has a current investment-adviser registration in New York, through CFM Advisors since October 2023.
How many years of experience does Michael Panella have?
Michael Panella has 9 years in the financial industry, since September 2017, across 2 adviser firms.
What exams has Michael Panella passed?
Michael Panella has passed 3 licensing exams: the Series 6, Series 63 and Series 65. The earliest, the Series 6, was passed in May 2017. FINRA credited Michael Panella with the SIE, which began in October 2018.
Where did Michael Panella work before CFM Advisors?
Before CFM Advisors, Michael Panella was registered through Onedigital Investment Advisors, March 2022 to June 2023.
Where is Michael Panella based?
Michael Panella’s registered office is in Hauppauge, NY.
Is Michael Panella registered with FINRA?
No. Michael Panella has no current broker registration.
How can I verify Michael Panella’s record?
Search CRD 6791835 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Michael Panella’s full registration record.
